See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,788 | $100,901-79.4% | $75,670-72.5% | $147,584-85.9% |
| Participation rate | 82.6% | 77.1%+5.5pp | 72.3%+10.3pp | 82.8%-0.2pp |
| Annual return | 13.86% | 35.78%-21.9pp | 27.34%-13.5pp | 578.55%-564.7pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,060 | $4,027-73.7% | $3,142-66.3% | $5,439-80.5% |
| Admin fee / account holder | $3,301 | $11,285-70.8% | $5,800-43.1% | $10,885-69.7% |